COMPANY OVERVIEW – NOVEMBER 6th 2005

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COMPANY OVERVIEW – NOVEMBER 6th 2005

  1. 1. COMPANY OVERVIEW – NOVEMBER 6 th 2005 Nelson Mabry Mukul Hariharan Matt Hartman Matthew VanLeeuwen Mayank Shukla Merrill Lynch 11/7/2006
  2. 2. Merrill Lynch <ul><li>Founded 1914 </li></ul><ul><li>50k employees </li></ul><ul><li>Net Revenue $25B (FYE 2005) </li></ul><ul><li>Client assets worth $1.6T </li></ul><ul><li>Ranked 34 th in Fortune 500 </li></ul><ul><li>3 core businesses </li></ul><ul><ul><li>Global Private Client, </li></ul></ul><ul><ul><li>Global Markets and Investment banking Group </li></ul></ul><ul><ul><li>Merrill Lynch Investments </li></ul></ul><ul><li>Leading underwriter of debt and equity securities </li></ul>
  3. 3. Overview <ul><li>Securities brokerage and trading </li></ul><ul><ul><li>Equities </li></ul></ul><ul><ul><li>Fixed Income </li></ul></ul><ul><ul><li>Mutual funds </li></ul></ul><ul><li>Investment Banking </li></ul><ul><ul><li>Securities Underwriting </li></ul></ul><ul><ul><li>M&A </li></ul></ul><ul><ul><li>Strategic Valuation </li></ul></ul><ul><li>Origination, brokerage, dealer and related activities in: </li></ul><ul><ul><li>Swaps, options, futures, forwards, commodities, foreign exchange, other derivatives </li></ul></ul><ul><li>Asset Management, Wealth Management, Banking and Lending, Insurance sales, Private equity, global investment research </li></ul>
  4. 4. Principles <ul><li>Client Focus </li></ul><ul><li>Respect for the Individual </li></ul><ul><li>Teamwork </li></ul><ul><li>Responsible Citizenship </li></ul><ul><li>Integrity </li></ul>
  5. 5. Global Markets and Investment Banking Group <ul><li>#1 Trader of U.S. Stocks since on the NYSE since 1989 </li></ul><ul><li>Member of 70 exchanges in 30 countries </li></ul><ul><li>Named 2006 Best Investment Bank by Euromoney and 2005 Investment Bank of the Year by The Banker </li></ul>
  6. 6. Stock Fluctuations
  7. 7. Stock Comparative – S&P and Morgan S.
  8. 8. Direct Competitor Analysis 16.70 10.41 11.60 13.29 P/E (ttm): 1.33 7.283 16.459 6.596 EPS (ttm): 224.62M 7.04B 7.92B 6.38B Net Income (ttm): 1.06B 32.20B 34.66B 30.83B Revenue (ttm): 33.80% 15.00% 2.60% 18.70% Qtrly Rev Growth (yoy): 2.05K 53,218 23,862 54,800 Employ­ees: 5.52B 80.26B 81.33B 77.41B Market Cap: Industry MS GS MER
  9. 9. Merrill’s M&A Merits <ul><li>Industry Rank </li></ul><ul><li>Consumer Products 2 </li></ul><ul><li>Materials 3 </li></ul><ul><li>Healthcare 4 </li></ul><ul><li>Industrials 8 </li></ul><ul><li>Media & Entertainment 10 </li></ul><ul><li>Telecom 10 </li></ul><ul><li>From 2005 League Tables for M&A </li></ul>
  10. 10. Merrill Lynch Recent News <ul><li>Merrill Lynch Declares Dividends on Common and Preferred Stocks ML official site  (Mon, Oct 23 2006) </li></ul><ul><li>Merrill Lynch announces agreement to acquire Petrie Parkman & Co. </li></ul><ul><li>ML Official site (Mon, Oct 23 2006) </li></ul><ul><li>[$$] N et Earnings soared by 121% much of which has come from its merger with BlackRock </li></ul><ul><li>Briefing.com (Tue, Oct 17 2006) </li></ul><ul><li>ML in federal inquiry into private equity </li></ul><ul><li>at WSJ (Mon, Nov 6 2006) </li></ul><ul><li>Merrill Lynch announced the launch the first investable index based on shares in Dubai Financial Market Business Times  (Fri, Nov 3, 2006) </li></ul>
  11. 11. Merrill Lynch Recent News <ul><li>Merrill lynch opens office at Ocean City at Business Wire  (Wed, Nov 1 2006) </li></ul><ul><li>Merrill Lynch’s credit rating boosted by S&P to AA- at Bloomberg  (Fri, Oct 27 2006) </li></ul><ul><li>Merrill Lynch was Asia's top earning bank on ICBC offering </li></ul><ul><li>at MarketWatch  (Mon, Oct 23 2006) </li></ul><ul><li>Merrill Lynch First to Use New Ratings Tool to Underwrite Financing for Underserved Markets </li></ul><ul><li>at yahoo  (Tue, Oct 31 2006) </li></ul><ul><li>Fitch Affirms Merrill Lynch Derivative Products at 'AAA' </li></ul><ul><li>Business Wire  (Mon, Oct 30 2006) </li></ul><ul><li>Merrill Lynch Beats Q3 Expectations </li></ul><ul><li>Forbes  (Wed, Oct 17 2006) </li></ul>

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